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Columbia River Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Columbia River Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.99M Sell
53,950
-15,612
-22% -$537K 1.07% 20
2026
Q1 		$2.15M Buy
69,562
+1,340
+2% +$42.7K 1.25% 19
2025
Q4 		$2.05M Buy
68,222
+1,287
+2% +$38.4K 1.26% 20
2025
Q3 		$1.99M Sell
66,935
-9,783
-13% -$285K 1.22% 21
2025
Q2 		$2.19M Buy
76,718
+3,269
+4% +$86.2K 1.42% 19
2025
Q1 		$1.92M Sell
73,449
-20
-0% -$557 1.29% 19
2024
Q4 		$2.04M Buy
+73,469
New +$2.09M 1.4% 18

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbia River Financial Group's SCHM Position: Q2 2026 in Review

Columbia River Financial Group reduced its Schwab US Mid-Cap ETF (SCHM) stake by 22% in Q2 2026, selling an estimated $537K and leaving 53,950 shares worth $1.99M. The position accounts for 1.07% of the portfolio, ranked #20.

Columbia River Financial Group first reported a position in SCHM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.19M in Q2 2025. 1,070 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Columbia River Financial Group held 53,950 shares of Schwab US Mid-Cap ETF worth $1.99M as of Q2 2026.
  • Columbia River Financial Group sold 15,612 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $537K.
  • Schwab US Mid-Cap ETF made up 1.07% of Columbia River Financial Group's portfolio in Q2 2026, its #20 holding.
  • Columbia River Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Columbia River Financial Group's Schwab US Mid-Cap ETF position peaked at $2.19M in Q2 2025.
  • 1,070 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

Based on Columbia River Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.